Cerity Partners’s First Trust S&P REIT Index Fund FRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $464K | Sell |
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|
2025
Q2 | $4.2M | Buy |
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|
2025
Q1 | $451K | Buy |
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|
2024
Q4 | $447K | Buy |
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|
2024
Q3 | $481K | Sell |
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|
2024
Q2 | $419K | Buy |
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|
2024
Q1 | $419K | Buy |
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|
2023
Q4 | $420K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $396K | Buy |
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|
2023
Q1 | $386K | Sell |
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|
2022
Q4 | $397K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $226K | Sell |
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|
2021
Q4 | $241K | Buy |
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|
2021
Q3 | $209K | Buy |
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|
2021
Q2 | $206K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $207K | Buy |
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